Transactions | SpotOn Lite

To begin a transaction, enter the sale amount using the keypad.

Select Card or Cash tender depending on how the customer is paying. 

Tap on Actions > Add Notes to add notes to the sales in action.

If Server Numbers are Enabled they will prompt after the Tip is input during the transaction.

After typing in the Sale amount and selecting “Charge” you will be prompted to Insert, tap, or swipe the card.

While the device is waiting for the card to be inserted, you can tap on “Manual Entry” to add the card information manually.

Sales can be aborted at this point by tapping the “Cancel” button.

Cash Payments: After typing in the Sale Amount and selecting “Cash” you will be prompted to enter the cash amount received in USD using the keypad.

You may tap Exact Amount in the case when exact change is provided by the customers. In that case, the amount received will be updated to the sale total.

If the cash received is more than the sales total, you will be prompted on how much change is due.

Tap on the “Got it” button to complete the transaction.

From the “Orders” menu at the bottom of the Sale screen.

Select the Order you want to refund from the Order list. Then tap the Refund button to initiate the Refund flow.

In the confirmation prompt, tap the “Refund” button to complete the refund. Or tap on “Cancel” to exit the transactions' details.

Auto-applicable discounts, fees, and taxes are automatically displayed on the sales screen. You can modify these amounts by tapping on the corresponding values in blue.

On this screen, you can select/unselect existing discounts and fees. Tap “Apply” to reflect the changes on the sale.

You can add a custom discount by tapping on the “+ Add Custom Discount” button.

On selecting Card as a tender type, associated credit card surcharge is added to the sales order.

From the Settings you select “Sales Summary” You can see a list of all your sales here. You can group them by tender by tapping on the By Tender tab.

On the Orders screen, tap on the Filter Icon on top to filter your sales order based on different parameters.

Select the Payment Status, Payment Method and Date of your preferences to apply the filter by tapping on the Apply Filters button.

You may select a Custom date range by selecting the “Custom” option under the Date filter.

On selecting this week, filters start from Monday of the current week.

Tap on the Search Icon at the top of the Orders list to enter the search mode.

You may additionally select categories from the drop-down suggestion to search within the select category.

All is the default selection if no category is selected.

On Selecting any search category, your search term is searched within the selected category.

You may tap on the x button on the right of the search bar to deselect the category.

Tap on the Adjust Tip button against the orders tagged for tip adjustment in the Order List.

You can tap on the predefined tip percentages or, enter a custom amount. Tap on Update Tip to the $xx.xx button to complete the operation.

Merchants can verify transaction totals, reconcile any discrepancies, and tap on the Close Batch button to close the batch.

Always ensure all tips are adjusted before closing your batch or ending your business day.

Selecting Batch History, merchants can view a list of their previously closed batches.

Merchants can select Print Report to print the Batch report or choose Tip Report by Employee ID to access the individual server tip report.

After tapping on Tip Report by Employee ID, merchants see the list of servers from which individual tip reports of a server can be printed.

Before printing the server tip report, it is displayed on the payment terminal screen. Merchants can print this report, or go back to the batch screen.